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Retire Happy

A straightforward look at the goals, costs, funding sources, and risks behind a retirement you'll actually enjoy, not just afford.

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Retirement is often called the "golden years," but very few people are handed a map for how to actually get there. This guide walks through six chapters using real, current numbers, not guesses, so you can see where your own plan stands.

  • 01 What "happy" actually looks like once the paycheck stops, and how to define your own version of it before you build a plan around someone else's
  • 02 Why 65 percent of workers say preparing for retirement feels stressful, and the planning step that changes that
  • 03 The real cost of healthcare in retirement (the average 65-year-old spends $172,500) and how people fund it
  • 04 The five biggest risks to a retirement plan, from market volatility to inflation to outliving your savings
  • 05 Why working with a financial professional has been shown to improve outcomes, not just add a fee

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A podcast by Phoenix Private Wealth · David Baker, CFP® · 6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045 · 410-309-3676

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